Purchases and Sales Made in Q4 2022 in Costco Wholesale Corp (COST)
This table provides information about the institutional ownership of Costco Wholesale Corp (COST) during Q4 2022. The information is specifically focused on institutions that hold shares of COSTCO WHOLESALE CORP .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2023
Q4 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
13+ 0.43% |
$5.89K - $7.01K
|
3.01K
$2.9M
|
|
|
Jan 30, 2023
Q4 2022
|
Echo45 Advisors LLC
|
BUY
|
- |
13+ 1.18% |
$5.89K - $7.01K
|
1.12K
$1.07M
|
|
|
Feb 01, 2023
Q4 2022
|
William Allan, LLC
|
BUY
|
- |
13+ 0.14% |
$5.89K - $7.01K
|
9.12K
$8.77M
|
|
|
Feb 02, 2023
Q4 2022
|
X Square Capital, LLC
|
BUY
|
- |
13+ 0.26% |
$5.89K - $7.01K
|
5K
$4.81M
|
|
|
Feb 06, 2023
Q4 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
13+ 0.54% |
$5.89K - $7.01K
|
2.43K
$2.34M
|
|
|
Feb 06, 2023
Q4 2022
|
Investors Research Corp
|
BUY
|
- |
13+ 11.5% |
$5.89K - $7.01K
|
126
$121K
|
|
|
Feb 13, 2023
Q4 2022
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
13+ 1.91% |
$5.89K - $7.01K
|
693
$666K
|
|
|
Feb 13, 2023
Q4 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
13+ 0.37% |
$5.89K - $7.01K
|
3.52K
$3.38M
|
|
|
May 09, 2023
Q4 2022
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
13+ 325.0% |
$5.89K - $7.01K
|
17
$16.3K
|
|
|
Jan 19, 2023
Q4 2022
|
Marion Wealth Management
|
BUY
|
- |
12+ 2.54% |
$5.44K - $6.47K
|
484
$465K
|
|
|
Jan 24, 2023
Q4 2022
|
Baillie Gifford & CO
|
BUY
|
- |
12+ 19.05% |
$5.44K - $6.47K
|
75
$72.1K
|
|
|
Jan 24, 2023
Q4 2022
|
Hendershot Investments Inc.
|
BUY
|
- |
12+ 1.56% |
$5.44K - $6.47K
|
783
$753K
|
|
|
Feb 03, 2023
Q4 2022
|
Gw Henssler & Associates LTD
|
BUY
|
- |
12+ 1.39% |
$5.44K - $6.47K
|
878
$844K
|
|
|
Feb 13, 2023
Q4 2022
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
12+ 1.06% |
$5.44K - $6.47K
|
1.15K
$1.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Tag Stone Capital, Inc.
|
BUY
|
- |
11+ 0.19% |
$4.98K - $5.93K
|
5.92K
$5.69M
|
|
|
Feb 13, 2023
Q4 2022
|
Harfst & Associates, Inc.
|
BUY
|
- |
11+ 0.2% |
$4.98K - $5.93K
|
5.64K
$5.43M
|
|
|
Feb 15, 2023
Q4 2022
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
11+ 5.73% |
$4.98K - $5.93K
|
203
$195K
|
|
|
Jan 10, 2023
Q4 2022
|
Grassi Investment Management
|
BUY
|
- |
10+ 0.21% |
$4.53K - $5.39K
|
4.78K
$4.6M
|
|
|
Jan 12, 2023
Q4 2022
|
Peoples Financial Services Corp.
|
BUY
|
- |
10+ 0.83% |
$4.53K - $5.39K
|
1.21K
$1.16M
|
|
|
Jan 19, 2023
Q4 2022
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
10+ 0.33% |
$4.53K - $5.39K
|
3.01K
$2.9M
|
|
|
Jan 25, 2023
Q4 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
10+ 0.6% |
$4.53K - $5.39K
|
1.68K
$1.62M
|
|
|
Jan 31, 2023
Q4 2022
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
10+ 1.71% |
$4.53K - $5.39K
|
595
$572K
|
|
|
Feb 06, 2023
Q4 2022
|
Nova Point Capital, LLC
|
BUY
|
- |
10+ 0.38% |
$4.53K - $5.39K
|
2.64K
$2.53M
|
|
|
Feb 07, 2023
Q4 2022
|
Wms Partners, LLC
|
BUY
|
- |
10+ 0.38% |
$4.53K - $5.39K
|
2.64K
$2.53M
|
|
|
Feb 07, 2023
Q4 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
10+ 0.24% |
$4.53K - $5.39K
|
4.11K
$3.95M
|
|
|
Feb 07, 2023
Q4 2022
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
10+ 1.53% |
$4.53K - $5.39K
|
663
$638K
|
|
|
Feb 08, 2023
Q4 2022
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
10+ 0.58% |
$4.53K - $5.39K
|
1.74K
$1.68M
|
|
|
Feb 13, 2023
Q4 2022
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
10+ 0.72% |
$4.53K - $5.39K
|
1.4K
$1.35M
|
|
|
Feb 14, 2023
Q4 2022
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
10+ 1.81% |
$4.53K - $5.39K
|
563
$541K
|
|
|
Feb 14, 2023
Q4 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
10+ 0.58% |
$4.53K - $5.39K
|
1.73K
$1.67M
|
|
|
Jan 20, 2023
Q4 2022
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
9+ 0.59% |
$4.08K - $4.85K
|
1.53K
$1.47M
|
|
|
Jan 24, 2023
Q4 2022
|
Madison Wealth Partners, Inc
|
BUY
|
- |
9+ 0.69% |
$4.08K - $4.85K
|
1.31K
$1.25M
|
|
|
Feb 07, 2023
Q4 2022
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
9+ 0.49% |
$4.08K - $4.85K
|
1.83K
$1.76M
|
|
|
Feb 08, 2023
Q4 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
9+ 0.46% |
$4.08K - $4.85K
|
1.96K
$1.89M
|
|
|
Feb 09, 2023
Q4 2022
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
9+ 0.39% |
$4.08K - $4.85K
|
2.32K
$2.23M
|
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
8+ 1.35% |
$3.62K - $4.31K
|
600
$577K
|
|
|
Jan 18, 2023
Q4 2022
|
Magnolia Capital Management LTD
|
BUY
|
- |
8+ 0.8% |
$3.62K - $4.31K
|
1.01K
$969K
|
|
|
Jan 20, 2023
Q4 2022
|
Apeiron Ria LLC
|
BUY
|
- |
8+ 1.17% |
$3.62K - $4.31K
|
693
$666K
|
|
|
Jan 25, 2023
Q4 2022
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
8+ 1.19% |
$3.62K - $4.31K
|
682
$656K
|
|
|
Jan 25, 2023
Q4 2022
|
Vera Bank, N.A.
|
BUY
|
- |
8+ 0.39% |
$3.62K - $4.31K
|
2.08K
$2M
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
8New |
$3.62K - $4.31K
|
8
$7.69K
|
|
|
Feb 02, 2023
Q4 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
8+ 1.01% |
$3.62K - $4.31K
|
798
$767K
|
|
|
Feb 06, 2023
Q4 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
8+ 0.31% |
$3.62K - $4.31K
|
2.62K
$2.52M
|
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
BUY
|
- |
8+ 0.21% |
$3.62K - $4.31K
|
3.73K
$3.59M
|
|
|
Feb 14, 2023
Q4 2022
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
8+ 0.26% |
$3.62K - $4.31K
|
3.07K
$2.95M
|
|
|
Feb 14, 2023
Q4 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
8+ 0.39% |
$3.62K - $4.31K
|
2.08K
$2M
|
|
|
Jan 10, 2023
Q4 2022
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
7+ 3.61% |
$3.17K - $3.77K
|
201
$193K
|
|
|
Jan 12, 2023
Q4 2022
|
La Fleur & Godfrey LLC
|
BUY
|
- |
7+ 0.67% |
$3.17K - $3.77K
|
1.05K
$1.01M
|
|
|
Jan 17, 2023
Q4 2022
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
7+ 1.36% |
$3.17K - $3.77K
|
522
$502K
|
|
|
Jan 17, 2023
Q4 2022
|
Veracity Capital LLC
|
BUY
|
- |
7+ 1.05% |
$3.17K - $3.77K
|
673
$647K
|